PIMCO Investments LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
579
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
154957
Registered since
January 19, 2011

Firm profile

FINTRX

Overview

PIMCO Investments LLC is organized as a limited liability company and is shown in FINTRX as SEC-registered in 2011. The record classifies the entity as an investment bank and lists ownership as a mix of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator, not an active ESG investor, not a multi‑state adviser, not a pension consultant, and not a related adviser. The firm did not provide detail in the FINTRX profile about its specific advisory activities, client segments, fee schedules, or broader business activities, so those elements are not described in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • JOHN KIRKOWSKI

    Managing Director and Chief Financial OfficerCRD 4241981

  • CANDICE WHITTEN

    Managing Director and Chief Financial OfficerCRD 4460452

  • KIMBERLEY KORINKE

    Managing Director and Chief Financial OfficerCRD 4850363

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Contacts

3 of 574
  • JAMES AMORELLA

    Registered RepresentativeCRD 4310147

  • SHAUN BYRD

    SVPCRD 5494924

  • ANDREW MALOY

    Executive Vice PresidentCRD 6547101

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1633 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth